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Bring them back

The landlord questions the bill. Pull up the visit.

JobsiteBooked is a CRM for contractors: each customer's record holds their properties, jobs, visits and photos. When a landlord questions the bill, open that rental: the clock-in times and before and after photos are there.

  • Every rental under one customer, each with its own history
  • A pinned note on top: gate code, dog, pays net 30
  • Tags and lead source on every customer
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Client list with filters, open work, what each client owes and last activity; landlord Carl Webb shows 3 properties
Phone app client page for a landlord: tags, a pinned gate and net 30 note, Call, Text, Directions and jobs by rental

Where it sits

Customer list sits in Bring them back

  1. Land the job

    Online booking · Estimates · Review requests · Marketing · Website

  2. Run the job

    Scheduling · Crew app · Job photos · Time tracking · Integrations

  3. Bill the job

    Invoicing · Payments · Expenses · QuickBooks sync · Reporting

  4. Bring them back

    Texting & inbox · Reminders · Customer portal · Customer list

Customer list

When the history lives in your head

Three times you need a customer's past, and where it is now.

  • Disputed bill

    Each rental has its own history

    Three turnovers for one property manager this month, each at a different address. The invoice sits 45 days, then they say you weren't there the whole time.

    The manager is one customer, and each rental is its own property. Open a rental to see its visits, with clock-in and clock-out times and before and after photos. That settles the hours question without a discount.

    • Many properties: one customer, every address
    • Property history: visits, photos and signatures
    • Time entries: each visit's clock-in and clock-out
    One of Carl Webb's 3 rentals, 290 Mill Run, with each visit's job, crew, clock times, hours on site and photo count
    Customer record

  • The callback

    The crew sees what was done there

    A year after the install, the customer calls: the boards are cupping. Nobody remembers which product went down, and the manufacturer blames the install.

    The tech's phone shows the property's history on the visit, with every past visit and the gate code. In the office, the old job still lists the product on its lines, with photos of the bare subfloor.

    • Property history: past visits on the crew's phone
    • Gate codes: saved on the property, shown at the visit
    Crew phone app on a rental: pinned gate code and the earlier visits there, with the date, the work and who did it
    Property history

  • Who's calling

    The one thing to know, pinned on top

    The landlord pays net 30, the tenant works nights, and the side gate sticks. It all lives in your head, so anyone answering the phone has to ask you.

    Write it in the customer's pinned note, and it shows first on the phone app and the office computer. Tags sort customers your way: landlord, maintenance plan, spring deck. Each customer also carries the lead source that brought them in.

    • Pinned note: first thing on the customer, phone and desktop
    • Tags and lead source: on every customer
    A landlord's client page: Landlord and Maintenance plan tags, lead source Referral, and a big pinned note on top
Mason in front of a brick retaining wall he just built in a backyard

A landlord swore the retaining wall we built two years back was leaning. I opened that job on my phone, and the photos settled it on the spot.

Victor N.Masonry contractor

How it works

How a customer's history builds up

  1. We load it

    Send us your spreadsheet: we bring in your customers, their properties and past jobs.

  2. Look it up

    Search a customer on the phone app and open the address you're headed to.

  3. Tag it

    Pin the note that matters and add a tag, like warranty or net 30.

Related features

Built on the customer record

Questions about your customer list

What does a CRM do for a home service company?
A CRM keeps each customer's addresses, past jobs and notes on one record. In JobsiteBooked, every job, visit and photo is tied to the customer and the property.
What does it keep on each customer?
Each customer has their properties, tags, notes, a pinned note and the lead source that sent them. Open a property for its jobs, visits, clock-in times, photos and signatures.
Can one customer have more than one property?
Yes: a landlord or property manager is one customer, with each rental as its own property. Every property keeps its own visits and photos.
Can my crew see what we did last time at an address?
Yes: on the crew's phone, each visit shows the property's history and its gate code. They walk in knowing what was done there last time.
Can I tag customers and pin a note to the top?
Yes: add your own tags, then pull up everyone with one to call or send an offer. The pinned note shows first on the customer, on your phone and the office computer.
Contractor checking the day's jobs on a tablet in the workshop before heading out

We do the setup

Bring your spreadsheet. We load the list.

We do the setup: your services and prices, your customers, each crew member's personal link to the crew app, and your website. Properties and past jobs come in with your customers.

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  • Free trial, no card
  • Month to month, cancel any time